Deduction Detectives
“Jake's breadth of knowledge is extensive and he has a way of coming up with creative solutions that provide great tax savings.......”
Best Financial Advisors in Berkeley, CA
15 firms listed · 10 in Berkeley · 1 open weekends · 8 rated 4.5+
Data verified October 16, 2026
D. A. Flowers & Company
“Great communication, very organanized, and thoughtful about how we could plan our finances.”
North Berkeley Wealth Management
“They are progressive, community oriented, support the arts, and just good people you can trust with your life's savings.”
Parkside Advisors
Financial Connections Group
Fruition Advisors
The 15 firms listed for Berkeley, CA provide financial planning and investment management for clients. What each says about its services and how it charges comes from its own website; ratings and quotes come from public reviews.
Area overview: Berkeley, CA
Of the 15 firms we list here, 10 are in Berkeley itself and 5 come from towns including San Francisco (2, 12 mi), Richmond (1, 6 mi) and Oakland (1, 7 mi). 8 of the firms on this page have a rating, from 4.9 to 5.0 across 304 reviews; 1 has 50 or more reviews. 1 is open on Saturdays. The services the firms on this page list most often on their websites are financial planning (4), investment management (4), overview (2), retirement planning (2) and tax planning (2). 1 has a BBB rating of A or A+. Domain records put 12 websites of the firms on this page at ten or more years old; the oldest dates from 1996. 1 offers remote or virtual consultations. We have a website on file for all 15 of the firms on this page; 13 publish a contact page; 10 list a public email and 2 take bookings online. We count these figures across the firms on this page; distances are straight-line, and hours and prices change, so confirm the details with the firm before you book a consultation.
Why are financial advisers outside Berkeley listed here?
10 of the 15 firms are located in Berkeley. The others come from other towns within 15 mi. Advice is frequently given remotely now, so registration and services matter more than the drive. Distances are straight-line.
KNN Public Finance
Topel & Distasi Wealth Management
Catherine Woodman, Impact Investors
Effective Assets
Mauricio Midence Tax Preparation & Financial Services
“Super fast service and awesome communication to set me up for my next year”
Modern Family Finance
“We've appreciated how balanced Jenni's sessions are - presenting a clear view without sugar coating, allowing us to feel confident that we have the key information we need to make informed choices.”
PH Tax & Wealth Solutions Cpas
“I am always pleased with the professional, competent and responsive services I have received for over 20 years.”
Monroe Wealth Management
“I have been working with him for over 2 years now and has helped me make significant progress towards my plan to buy a home - much faster than I anticipated!”
Citrine Capital
“We began working with Nick at Citrine about nine months ago, and in those nine months our financial wellbeing has improved dramatically.”
Why these companies made our list
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